Legacy Wealth Management, Inc Q4 2019 Filing
Filed January 30, 2020
Portfolio Value
$659.2B
Holdings
13
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 1,138,682 | $203.2B | 30.82% | |
| 2 | SCHKSCHWAB STRATEGIC TR | 5,847,150 | $184.6B | 28.00% | |
| 3 | IJHISHARES TR | 464,864 | $95.7B | 14.51% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 1,431,576 | $86.1B | 13.06% | |
| 5 | IJRISHARES TR | 684,679 | $57.4B | 8.71% | |
| 6 | IWMISHARES TR | 112,728 | $18.7B | 2.83% | |
| 7 | VTIVANGUARD INDEX FDS | 28,043 | $4.6B | 0.70% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 37,526 | $2.9B | 0.44% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,732 | $2.8B | 0.43% | |
| 10 | SCHASCHWAB STRATEGIC TR | 28,609 | $2.2B | 0.33% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 7,988 | $614.0M | 0.09% | |
| 12 | IVVISHARES TR | 832 | $269.0M | 0.04% | |
| 13 | IWFISHARES TR | 1,274 | $224.0M | 0.03% |